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Where Will Inflation End Up A Review of Federal Reserve Policies

Where Will Inflation End Up? A Review of Federal Reserve Policies

September 3, 2021
For those who haven’t been to Jackson Hole, Wyoming, you must go. This is one of the most scenic,...
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Global Considerations Is China Investable

Global Considerations: Is China Investable?

September 3, 2021
Recently Jason Trennert, the leader of the investment firm Strategas, asked the question, “Is China really investable?” The answer...
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Nice Start to the Second Half…Issues to Resolve, But We Remain Positive

Nice Start to the Second Half…Issues to Resolve, But We Remain Positive

August 4, 2021
“There’s something happening here…but what it is ain’t exactly clear.” -Lyrics from the countercultural classic song, “For What...
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Sustainable Inflation?

Sustainable Inflation?

August 4, 2021
“Indicators of longer-term inflation expectations appear broadly consistent with our longer-run inflation goal of 2%. If we saw signs...
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Economic Update: Demographics, Inflation and Productivity

Economic Update: Demographics, Inflation and Productivity

July 5, 2021
Both the global and U.S. economies continue to recover from the COVID-19 shutdown of 2020. While the recovery of...
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Time for Our Mid-Year Crystal Ball Update

Fantastic First Half…What’s Next? Time for Our Mid-Year Crystal Ball Update

July 5, 2021
“ I used to think that if there was reincarnation, I wanted to come back as the president or...
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Inflation View – The Big Worry

Inflation View – The Big Worry

June 7, 2021
In my 40+ years of investment experience, I have seen days of very high inflation (late 1970s – early...
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Taking Stock…Peak Data, But Not Market Peak in Our View

Taking Stock…Peak Data, But Not Market Peak in Our View

June 7, 2021
“Successful investing is about managing risk, not avoiding it.” -Ben Graham The market has been anything but...
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The Federal Reserve, Unemployment, and Inflation

The Federal Reserve, Unemployment, and Inflation

May 11, 2021
Something that has caught my eye and feeds into the inflation question, “Will inflation return on a more sustained...
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Hard to Be Bearish…Stay the Course

Hard to Be Bearish…Stay the Course

May 10, 2021
“Buy not on optimism, but on arithmetic.” – Ben Graham Can the economic and earnings data, as...
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We’re Due for a Pause in Growth, but the Backdrop Remains Positive

We’re Due for a Pause in Growth, but the Backdrop Remains Positive

April 5, 2021
“As long as the roots are not severed, all is well. And all will be well in the garden....
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This Too Shall Last

This Too Shall Last?

April 5, 2021
The U.S. economy should grow more than 5% “real” gross domestic product (GDP) this year. I had been looking...
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